Finance Codex plugins

Publisher description

…anagement or Investor Management data, including portfolio company metrics, investor data, and fund commitments, directly from your conversation. Retrieve financial KPIs such as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated…

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…confirm. **What you can do** - Launch SPVs and blind pool funds - Invite investors and record their commitments - Send subscription agreements for signature - Send capital call notices - Update a fund's settings **You stay in control** Capital Company **never moves money**. Capital call notices tell…

Publisher description

…lio data using natural language, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited Partner users and Chronograph GP for General Partner users.

Publisher description

…d: the Management Track Record engine scores whether a company's executives actually deliver on the commitments they make on earnings calls and in filings — an Executive Reliability / Credibility score, realization rate, time accuracy, promise-execution timeline, and language-drift/contradiction ale…

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…e balance), break spending down by category, compare months, forecast month end and review upcoming commitments such as unpaid fixed expenses and installments. You can also log expenses and income, pay fixed expenses (including partial payments), record weekend spending, manage savings goals and ins…

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…rounds, deal terms, ownership information, financials, fund performance metrics when available, LP commitments, investor portfolios, and team details with associated source metadata. Use this connector when a query requires factual private market information or retrieval of structured data related…